Can I invest using an IRA, Company, or Trust?
Yes, you may use your IRA, Company or Trust to invest.
When you create your StartEngine account, please specify that you are investing as an entity, instead of as an individual, during the investment process by checking the box labeled:
"I want to invest as a non-person legal entity such as a company, trust, or self-directed IRA". The box is located at the bottom of the "Contact Information" drop down.
You will then select the type of entity you will be investing as (IRA, Company, or Trust).
In regards to payments using IRAs, depending on how the IRA company sends funds, it will usually be wire or ach.
You will need to request it from the IRA as they will be the vesting entity. We'll be sent funds that say something like: Big IRA Company, Custodian for (or FBO), sometimes they add an account number.
At checkout, you will need to upload a copy of your Company’s signed Bylaws or Operating Agreement listing your name, to show that you are authorized to invest on behalf of the company.
At checkout, you will need to upload a copy of your signed Trust Documents, that lists your name as the associated person of the trust.